Pegasystems Inc (PEGA) Ownership

59.10 ↑0.22 (0.37%)

As of April 25, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Bares Capital Management Inc is the biggest individual institutional holder of Pegasystems Inc (PEGA), owning a total of 5.8 million shares. Combined, the top 32 institutional holders of PEGA own 44.34% of the company with a total of 37.1 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders decreased their combined ownership of PEGA by 2.8 million shares. 10 institutions bought 1,146,432 total additional shares and increased their ownership by an average of 46.95%. However 8 institutions sold 3,950,782 total shares and decreased their ownership by an average of 18.91%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Pegasystems decreased by a net total of -2,804,350 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.101%	2.295%	5,118,964	114,848	2023-12-31
Capital Research Global Investors	5.206%	0.000%	4,367,728	0	2023-12-31
TPG GP A, LLC	3.924%	-4.332%	3,292,772	-149,098	2023-12-31
BlackRock Inc	2.933%	4.321%	2,461,129	101,950	2023-12-31
Cadian Capital Management LP	1.762%	-56.905%	1,478,696	-1,952,532	2023-12-31
Luxor Capital Group, LP	1.509%	-56.842%	1,265,799	-1,667,127	2023-12-31
Mirae Asset Global Investments (Korea) Co Ltd	1.128%	3.492%	946,109	31,925	2023-12-31
State Street Corporation	0.991%	13.468%	831,569	98,701	2023-12-31
Federated Hermes Inc	0.940%	-2.362%	788,916	-19,085	2023-12-31
Geode Capital Management, LLC	0.865%	3.314%	725,966	23,289	2023-12-31
Ranger Investment Management LP	0.746%	29.905%	625,471	143,986	2023-12-31
Fisher Asset Management, LLC	0.574%	-16.514%	481,615	-95,266	2023-12-31
NORGES BANK	0.556%	12.348%	466,309	51,250	2023-12-31
Goldman Sachs Group Inc	0.540%	81.502%	452,752	203,305	2023-12-31
Harber Asset Management LLC	0.496%	-13.395%	415,807	-64,309	2023-12-31
Woodline Partners LP	0.495%	295.255%	415,476	310,360	2023-12-31
Fidelity International Ltd	0.491%	-0.248%	411,901	-1,022	2023-12-31
Morgan Stanley - Brokerage Accounts	0.417%	23.602%	349,919	66,818	2023-12-31
Herald Investment Management Ltd	0.389%	0.000%	326,500	0	2023-12-31
Los Angeles Capital Management LLC	0.388%	-0.716%	325,128	-2,343	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Bares Capital Management Inc	6.878%	-0.624%	5,771,353	-36,240	2023-09-30
Vanguard Group Inc	6.101%	2.295%	5,118,964	114,848	2023-12-31
Capital Research Global Investors	5.206%	0.000%	4,367,728	0	2023-12-31
TPG GP A, LLC	3.924%	-4.332%	3,292,772	-149,098	2023-12-31
BlackRock Inc	2.933%	4.321%	2,461,129	101,950	2023-12-31
Cadian Capital Management LP	1.762%	-56.905%	1,478,696	-1,952,532	2023-12-31
Riverbridge Partners LLC	1.638%	-4.794%	1,358,798	-68,426	2022-12-31
Luxor Capital Group, LP	1.509%	-56.842%	1,265,799	-1,667,127	2023-12-31
Eminence Capital LLC	1.503%	-0.205%	1,235,384	-2,542	2022-09-30
Mirae Asset Global Investments (Korea) Co Ltd	1.128%	3.492%	946,109	31,925	2023-12-31
State Street Corporation	0.991%	13.468%	831,569	98,701	2023-12-31
Federated Hermes Inc	0.940%	-2.362%	788,916	-19,085	2023-12-31
Geode Capital Management, LLC	0.865%	3.314%	725,966	23,289	2023-12-31
Ranger Investment Management LP	0.746%	29.905%	625,471	143,986	2023-12-31
Millennium Management LLC	0.597%	7,502.600%	496,982	490,445	2023-03-31
Fisher Asset Management, LLC	0.574%	-16.514%	481,615	-95,266	2023-12-31
NORGES BANK	0.556%	12.348%	466,309	51,250	2023-12-31
Shannon River Fund Management LLC	0.561%	0.000%	465,742	465,742	2022-12-31
Goldman Sachs Group Inc	0.540%	81.502%	452,752	203,305	2023-12-31
Harber Asset Management LLC	0.496%	-13.395%	415,807	-64,309	2023-12-31
Woodline Partners LP	0.495%	295.255%	415,476	310,360	2023-12-31
Fidelity International Ltd	0.491%	-0.248%	411,901	-1,022	2023-12-31
Renaissance Technologies Corp	0.485%	151.651%	398,424	240,100	2022-06-30
First Trust Advisors L.P.	0.458%	259.477%	383,015	276,467	2023-06-30
Morgan Stanley - Brokerage Accounts	0.417%	23.602%	349,919	66,818	2023-12-31
Herald Investment Management Ltd	0.389%	0.000%	326,500	0	2023-12-31
Herald Investment Management Limited	0.396%	0.000%	326,500	0	2022-12-31
Los Angeles Capital Management LLC	0.388%	-0.716%	325,128	-2,343	2023-12-31
Charles Schwab Investment Management Inc	0.379%	3.466%	318,002	10,653	2023-09-30
D. E. Shaw & Co LP	0.378%	78.910%	310,751	137,060	2022-09-30
Great West Life Assurance Co	0.315%	28.408%	262,831	58,146	2023-06-30
Jacobs Levy Equity Management, Inc.	0.299%	-48.119%	249,659	-231,553	2023-09-30

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Pegasystems Inc (PEGA), owning a total of 4 million shares. Combined, the top 30 mutual fund holders of PEGA own 19.52% of the company with a total of 16.4 million shares.

In the latest ownership report on March 31st 2024, the top 30 fund holders increased their combined ownership of PEGA by 85 thousand shares. 1 funds bought 600 total additional shares and increased their ownership by an average of 0.23%. However 1 funds sold 85,113 total shares and decreased their ownership by an average of 13.61%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Pegasystems decreased by a net total of -84,513 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Ranger Small Cap	0.644%	-13.611%	540,228	-85,113	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.309%	0.232%	259,232	600	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	4.749%	0.000%	3,984,489	0	2023-12-31
Vanguard Total Stock Mkt Idx Inv	1.551%	-0.325%	1,301,189	-4,246	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	1.538%	2.017%	1,284,851	25,401	2023-03-31
Global X Robotics & Artfcl Intllgnc ETF	1.293%	0.000%	1,084,481	0	2024-03-28
Vanguard Small Cap Index	1.284%	0.944%	1,076,968	10,068	2024-02-29
Vanguard Information Technology ETF	0.758%	0.943%	635,811	5,940	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.750%	0.084%	629,007	530	2024-02-29
Vanguard Small Cap Growth Index Inv	0.720%	1.693%	604,452	10,063	2024-02-29
Vanguard Extended Market Index Investor	0.692%	-0.018%	575,715	-104	2023-08-31
Ranger Small Cap	0.644%	-13.611%	540,228	-85,113	2024-03-31
American Funds IS® Global Small Cap 1	0.457%	0.000%	383,239	0	2023-12-31
Herald Ord	0.359%	0.000%	301,000	0	2023-12-31
Fidelity Global Technology A-Dis-EUR	0.352%	-0.043%	295,388	-128	2024-01-31
Vanguard Strategic Equity Inv	0.345%	19.787%	289,769	47,865	2023-12-31
Vanguard Explorer Inv	0.331%	29.594%	277,742	63,425	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.309%	0.232%	259,232	600	2024-03-31
WisdomTree Art Intelligence ETF USD Acc	0.300%	0.000%	251,558	0	2024-03-28
FullerThaler Behavioral Small-Cap Growth	0.291%	0.000%	243,705	243,705	2024-02-29
Fidelity Extended Market Index	0.286%	1.163%	239,945	2,759	2024-02-29
Fidelity® Extended Market Index	0.277%	2.304%	231,650	5,217	2023-11-30
FullerThaler Behavioral Sm-Cp Gr R6	0.265%	0.000%	222,100	222,100	2024-02-29
First Trust Technology AlphaDEX® ETF	0.267%	0.000%	221,862	0	2023-06-29
Schwab US Small-Cap ETF™	0.238%	0.000%	200,047	0	2024-03-29
iShares Russell Mid-Cap Growth ETF	0.232%	0.000%	194,438	0	2024-03-28
Federated Hermes MDT Mid Cap Growth A	0.231%	0.000%	193,406	0	2023-12-31
Federated Hermes MDT MCG Institutional	0.231%	0.000%	193,406	0	2023-12-31
iShares Exponential Technologies ETF	0.216%	0.000%	177,242	0	2022-11-30
FT Nasdaq Artfcl Intllgnc and Rbtc ETF	0.201%	0.851%	168,208	1,420	2024-02-29
Federated Hermes MDT Market Neutral Ins	0.195%	24.968%	162,114	32,390	2023-03-31
iShares Russell 1000 Growth ETF	0.162%	0.059%	133,259	78	2023-03-31